Rebecca Pritchard
 
 

Rising tide

Financial Planning & Mortgage Broking

 

The freedom to say Yes

Rebecca loves to share her ideas about financial health, but when she’s not blogging or speaking with the community, she’s on the tools delivering financial advice to her clients.

Rebecca joined the Rising Tide team in early 2020 after a meeting of the minds a few years earlier. She felt a strong connection with their values-led advice, collaborative approach and innovation.

Rebecca is a Senior Financial Planner and Partner, based in Melbourne, and works alongside the planning and lending teams.

Get in touch with Rebecca and the Rising Tide team to say hello, and learn if working with an adviser might be right for you.

Financial Services and Credit Guide (Rising Tide)


 

Who are Rising Tide?

we’re so glad you asked.

We are one of Australia's leading financial planning businesses. We also incorporate mortgage broking into our financial advice process, and view our clients financial worlds through a holistic and values-led lens.

We deal with 30-55-year-old Aussies who are looking for financial advice that will help them achieve their goals; the areas we look after are:

  • Financial planning

  • Mortgage broking - new loans & refinances

  • Investing advice

  • Helping you to reduce your tax

  • Superannuation

  • Life Insurance & income protection

WE DON'T DO;

  • Insurance only advice

  • Centrelink advice outside of childcare subsidy

  • Aged care advice

  • SMSF's

  • Stock-broking

  • Ex-pat advice

  • Provide advice relating to assets overseas

  • Credit score & report repairing

  • Bad debt consolidation (defaults/bankruptcy etc)

 
 

"
We absolutely love working with Rebecca & Lester at Rising Tide! Their financial expertise is amazing, and best of all they're down-to-earth and make complicated topics and processes seem approachable. Thank you Rebecca and Lester!.

/  Helen, Client  /